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Schwab Managed Retirement Trust Funds™ (SMRT Funds)

Unit Class Fund Fact
Sheet
Unit Class I
Unit Class II
Unit Class III
Unit Class IV
Unit Class V1
Unit Class VI2  

1To invest in SMRT Funds Unit Class V, a plan must map a minimum of $100 million or plans must be greater than $400 MM in total plan assets.
2To invest in Unit Class VI by a plan either custodied or not custodied with Charles Schwab Bank, a minimum of $1 billion mapping is required.


Schwab Indexed Retirement Trust Funds® (SIRT Funds)

Unit Class
Fund Fact
Sheet
Unit Class I
Unit Class II (Closed October 2017)

Schwab Diversified Allocation Trust Funds

Fund Name - Unit Class Fund Fact
Sheet
Diversified Growth - Retirement
Diversified Growth - Institutional
Diversified Aggressive - Retirement
Diversified Aggressive - Institutional

Schwab Diversified Allocation Trust Funds closed August 2017

Schwab Institutional Trust Funds®

Fund Name – Unit Class
Fund Fact
Sheet
Large Cap Value – Retirement (Closed to new investors)
Large Cap Value – Institutional (Closed to new investors)
Large Cap Value – Select
Large Cap Growth – Institutional
Small Cap – Institutional (Closed to new investors)
Diversified International – Institutional

Schwab Institutional Trust Funds®

Fund Name – Unit Class
Fund Fact
Sheet
Core Plus Fixed Income – Unit Class I (Currently no participating plans)
Core Plus Fixed Income – Unit Class III